Wayzata, MN Office

Team
Updated today

Client AUM

$9,258,067,006

Clients

36,836

Advisors

2

Of 190 advisors across 77 offices

Location

1907 Wayzata Blvd 3rd Floor

Wayzata MN 55391

Advisors at this office

2

Advisors at this office

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Travis H

Series 66

Wayzata, MN

Great Valley Advisor Group, LLC

Travis Hansberger is a financial advisor at Great Valley Advisor Group, LLC with 19 years of industry experience. He holds the Series 66 designation and previously worked at Thrivent Financial For Lutherans and Thrivent Investment Management for 13 years before joining Great Valley Advisor Group and Millstone Wealth Management. Hansberger serves on the finance committee of Groves Academy, an independent day school for children with learning disabilities and attention disorders. Great Valley Advisor Group is a multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting through a network of approximately 190 advisors.

Retirement income strategy Business exit / sale strategy Tax strategies for small businesses Founder/Business Owner Retired
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Tyler P

Series 66

Wayzata, MN

Great Valley Advisor Group, LLC

Tyler Pahl is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 66 designation and 10 years of industry experience. He has worked at Millstone Wealth Management and Thrivent Financial, accumulating a total of six years at Great Valley Advisor Group and four years at Thrivent Financial. Great Valley Advisor Group is a multi-team investment adviser serving individuals, including high-net-worth clients, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing a combination of in-house strategies and third-party managers across various platforms.

Retirement income strategy Business exit / sale strategy Tax strategies for small businesses Founder/Business Owner Retired
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